TSA Wealth Management’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

TSA Wealth Management’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Sell	3,208 -308	-9%	-$31.9K	0.09%	82
2026 Q1	$366K	Sell	3,516 -93	-3%	-$9.76K	0.12%	73
2025 Q4	$378K	Sell	3,609 -96	-3%	-$10.1K	0.13%	65
2025 Q3	$390K	Sell	3,705 -317	-8%	-$33.1K	0.13%	59
2025 Q2	$420K	Sell	4,022 -364	-8%	-$37.6K	0.15%	55
2025 Q1	$457K	Sell	4,386 -1,096	-20%	-$113K	0.18%	51
2024 Q4	$560K	Sell	5,482 -488	-8%	-$50.7K	0.23%	43
2024 Q3	$638K	Sell	5,970 -243	-4%	-$25.6K	0.26%	41
2024 Q2	$638K	Sell	6,213 -5,358	-46%	-$547K	0.27%	41
2024 Q1	$1.2M	Sell	11,571 -392	-3%	-$40.6K	0.52%	31
2023 Q4	$1.26M	Buy	+11,963	New	+$1.21M	0.59%	29

Other funds holding AGGM

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

TSA Wealth Management's AGGM Position: Q2 2026 in Review

TSA Wealth Management reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 8.8% in Q2 2026, selling an estimated $31.9K and leaving 3,208 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #82.

TSA Wealth Management first reported a position in AGGM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2023. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

TSA Wealth Management held 3,208 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $333K as of Q2 2026.
TSA Wealth Management sold 308 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $31.9K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.09% of TSA Wealth Management's portfolio in Q2 2026, its #82 holding.
TSA Wealth Management first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
TSA Wealth Management's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.26M in Q4 2023.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.